Lead Capture Submissions Page
Overview
The submissions page shows a list of all captured leads, showing all form questions as columns, and showing each lead and their answers as rows, in addition to submissions metadata such as captured by, capture date/time, update date (if submission was edited/merged), etc..
The New Experience View of the submissions page introduces flexibility, allowing you to add fields from other objects, such as Prospects, show/hide columns as desired, and build customized reports.
Accessing the Submissions Page
To access the submissions page, click on the number of submissions from your events page (Events > Capture).
You can also access it by clicking the gear icon on the event builder, and clicking Submissions.
Submission History
If a submission was edited or merged, you can check the edit history including all touch points, by clicking the drop down of a submission, and 'History'.
New Experience | Classic View |
|---|---|
| |
This will show all touch points and date/time stamps, with changes highlighted in yellow.
Classic vs New Experience Views
The submissions page can be shown in two distinct views. The table below shows the differences.
| Classic View | New Experience |
|---|---|---|
Show/Hide fields | Not available | Fully customizable, with ability to reset to default view |
Show fields from different objects | Some metadata fields are available by default, but not controllable | Show/hide fields from Submissions, Submission Metadata and Prospects |
Export a custom report | Prebuilt submissions and metadata reports. Only Prospect reports are customizable, but they don’t include submissions and metadata. | Export what you see. Have full control over showing/hiding submission data, metadata and prospect fields and export as needed. |
New Experience View
To access the new experience, simply click the New Experience disclaimer.
To switch back to the classic view, click ‘Back to classic view’
Customizing the View
The ‘Manage layouts’ button allows you to create desired layouts for your team. They can be public, shared or private.
The ability to create/edit layout is controlled by the following security profile permissions:
Click ‘+ Add new layout' to create a new layout, or click 'Edit Layout’, to edit the existing one.
From the 'Data type' drop-down, select the object from which to add fields.
Use the arrow icons to add fields, and the bin icon to remove fields.
Each field will have a label of which object it is from.
To reset to the default layout, click the reset button.
You can access created layouts by simply selecting them from the drop-down.
Exports
The export considers all the fields you have shown on-screen from all selected objects. To export, simply click the export button:
Then, name your file and confirm by clicking ‘Export’.
This will download the file after the export is ready (usually takes a couple of seconds), in addition to sending it to your email.
Classic View
The classic view is a fixed view that shows submissions and submission metadata, and provides pre-built exports.
Exports
Click on the drop-down from the top-right to export.
Export options available are as follows:
Submissions: Form questions and answers for each lead, in addition to basic metadata, such as submission date/time and captured by.
All Submissions Data: Form questions and answers in addition to all metadata fields.
Prospects: Export fields about the captured leads from their prospect profiles. This means any unmapped fields from the form cannot be exported. This type of export allows you to pick and choose fields from the prospect object. This can be useful for multi-event reporting.
Everything: A combination of form questions and answers, metadata and prospect fields (which you can pick and choose). This is useful for multi-event reporting.